10 advisors with offices in Santa Barbara. Credentials, fee structures, and minimums are disclosed on each listing.
Santa Barbara, California
California Wealth Advisors is a Santa Barbara-based firm offering investment management services. Limited information is available about their service specialties, fee structure, or team credentials. The firm operates in English.
View detailsSanta Barbara, California
Cerity Partners is a financial planning firm located in Santa Barbara, California. The firm provides financial planning services to clients and operates primarily in English.
View detailsSanta Barbara, California
Channel Wealth is an investment-advisory firm based in Santa Barbara, California, providing investment management and retirement planning services. The firm specializes in wealth management for clients seeking guidance on portfolio strategy and retirement income planning.
View detailsSanta Barbara, California
Davis Wealth Advisors of Raymond James, based in Santa Barbara, California, focuses on retirement planning and small business matters. The team holds the CLU (Chartered Life Underwriter) credential. Services include retirement planning consultation. English is spoken.
View detailsSanta Barbara, California
Wirehouse
Merrill Lynch Wealth Management in Santa Barbara offers financial planning and investment management services to clients in the area. As a wirehouse firm, the office provides access to a broad range of investment and wealth management resources. The team works with clients in English and is available to discuss your financial situation and planning needs.
View detailsSanta Barbara, California
Montecito Capital Management is an investment management firm based in Santa Barbara, California. The firm provides financial planning and investment management services to clients. English is spoken by the team.
View detailsSanta Barbara, California
Insurance-Based
Northwestern Mutual's Santa Barbara office provides insurance planning, investment management, and wealth management services. The firm offers financial planning, insurance analysis, and investment management to clients in the area. Services are conducted in English.
View detailsSanta Barbara, California
Painted Porch Advisors is a Santa Barbara-based firm providing financial planning and investment management services. The firm specializes in wealth management and investment management for its clients.
View detailsSanta Barbara, California
Raymond James & Associates in Santa Barbara provides retirement planning services with particular focus on small business owners. The firm's advisors hold the CLU credential and work with clients in English.
View detailsSanta Barbara, California
The AmeriFlex Group Santa Barbara provides financial planning and investment management services to clients in the Santa Barbara area. The firm operates in California and conducts business in English.
View detailsAdvisors serving Santa Barbara specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.